Daniel Adams

Daniel Adams Email and Phone Number

Business Acquisition Manager at Wells Fargo @ BOK Financial
Dallas-Fort Worth Metroplex
Daniel Adams's Location
Dallas-Fort Worth Metroplex, United States, United States
Daniel Adams's Contact Details

Daniel Adams work email

Daniel Adams personal email

n/a

Daniel Adams phone numbers

About Daniel Adams

All posts are my own and not representative of my employer. I am a Senior Business Banking leader committed to leading and developing others, both as bankers and as small business leaders. I am the Business Acquisition Manager for Wells Fargo’s elite Small Business Banking group in Central and North Texas. Our competitive advantages include expedited decision making, superior knowledge and product mixes, and speedy delivery. While we are aggressive in the lending market, our job is to provide a more holistic approach that ensures the money we lend is not "leaked" through internal or external inefficiency--we want to provide the capital and products to help your practice grow and your family succeed.I have over 24 years of commercial credit experience, including the underwriting and structuring of complex requests. I am also a treasury management (financial technology) expert; I can help provide significant efficiencies and protections for your business...everything from allowing you to deposit funds electronically to semi-automating your entire accounting system. I pride myself on being a servant leader and a community connector with exceptional communication skills. I am also a United States Marine and an adjunct Finance and Accounting professor at several different schools. Put my team to work for you and your business, and we will amaze you with our knowledge and work ethic. We are actively seeking great business connectors, banking clients and partnerships in the Central and North Texas and welcome an opportunity to speak. (469) 325-2845.

Daniel Adams's Current Company Details
BOK Financial

Bok Financial

View
Business Acquisition Manager at Wells Fargo
Dallas-Fort Worth Metroplex
Website:
bokf.com
Employees:
6604
Daniel Adams Work Experience Details
  • Bok Financial
    Bok Financial
    Dallas-Fort Worth Metroplex
  • Wells Fargo
    Business Acquisition Manager
    Wells Fargo Jan 2016 - Present
    San Francisco, California, Us
    Daniel is Senior Vice President and the Business Acquisition Manager for Wells Fargo’s North/Central Texas Small Business Segment. Daniel leads an incredible team of Business Development Officers who work with privately held businesses with annual sales of $2-$10 million.Daniel is accountable for the effective selection, training, development, and engagement of these highly skilled and focused business finance professionals. Working with a group of internal and external small business experts, his team provides lending, financial technology (treasury management), merchant services, and other critical banking products that allow business owners, and the local community, succeed and grow. Our team collaborates with other local professionals to advocate for small businesses. We actively engage with the community, and we consistently provide easy to understand solutions that help business owners minimize risk and build wealth. Daniel has 24+ years of professional banking experience across multiple states and business segments, including commercial credit, agriculture, healthcare, and investment real estate. He holds an undergraduate degree in finance from Chapman University and an MBA from Alliant University; he is also an adjunct Finance Professor at George Washington University, National University, and Collin College.
  • Wells Fargo
    Senior Vice President - Healthcare Banking
    Wells Fargo Aug 2007 - Present
    San Francisco, California, Us
    I provide financial services, including commercial real estate, practice acquisition and expansion, and equipment lending, to healthcare professionals, . I have over 25 years of commercial lending experience, including the underwriting and structuring of complex credit issues. I have a passion for educating...I educate clients, partners, graduate students and entire communities. The more informed the community is, the better the experience is for everyone. At Wells Fargo Practice Finance, we are small enough to care about solving your business/practice problems but also big enough to do something about it. Wells Fargo Practice Finance provides a full assortment of financial services for dental, medical, veterinary and optometric healthcare practices nationwide. We work with these essential members of our community to provide the financing that enables them to grow and thrive while they serve all of us.I pride myself on being a servant leader and a community connector with exceptional communication skills. Transparency and accessibility is my priority; there is no need too small, too complex or too daunting to discuss. I am also a United States Marine.I have helped hundreds of healthcare providers build wealth, both within their practices and by acquiring commercial real estate that improves cash flow and appreciates. I am also a financial technology expert; I can help provide significant efficiencies and protections for your business/practice...everything from allowing you to deposit funds electronically to semi-automating your entire processing system.
  • Wells Fargo
    Vice President/Commercial Lending Manager
    Wells Fargo Aug 2007 - Nov 2020
    San Francisco, California, Us
    Business credit, deposit, and cash management expert. Practice areas including $2-30MM GAR companies, non-profits, manufacturers, defense/government contractors, etc. Part of Commercial Banking for Southern California and Nevada. Welcome to Wells Fargo...we are lending!
  • Alliant University, George Washington University And National University
    Adjunct Professor
    Alliant University, George Washington University And National University Jan 2017 - Present
    Instructor for Graduate-level Accounting, Finance, and Management courses. Great interaction with students who are also business professionals and a great way to balance academia with real-world experiences.
  • Marine Corps Museum Historical Society At Mcrd San Diego
    Board Member
    Marine Corps Museum Historical Society At Mcrd San Diego 2009 - Aug 2017
  • Bank Of America
    Vice President
    Bank Of America 2003 - 2007
    Charlotte, Nc, Us
  • Comprehensive Medical Review (Cmr)
    Owner
    Comprehensive Medical Review (Cmr) Apr 1992 - Dec 2002
    Owned and managed medical and engineering analysis company with 36 full-time employees and 150+ contract physicians and biomechanical engineers. Provided expert analysis and witness services regarding the movement of human bodies during various activities, including automobile collissions, falls, and other accident. Created a double-blind approach that became industry standard.
  • Time Warner
    Marketing Director
    Time Warner 1988 - 1992
    Director of Marketing for pay television products. Contributed to the development of pay-per-view movie and event programming. Direct mail, print, television, and radio media buyer.
  • United States Marine Corps
    United States Marine
    United States Marine Corps 1981 - 1992
    Washington, Dc, Us

Daniel Adams Education Details

  • Chapman University
    Chapman University
    Business Finance
  • Alliant International University
    Alliant International University
    Finance

Frequently Asked Questions about Daniel Adams

What company does Daniel Adams work for?

Daniel Adams works for Bok Financial

What is Daniel Adams's role at the current company?

Daniel Adams's current role is Business Acquisition Manager at Wells Fargo.

What is Daniel Adams's email address?

Daniel Adams's email address is da****@****rgo.com

What is Daniel Adams's direct phone number?

Daniel Adams's direct phone number is +1 866 249*****

What schools did Daniel Adams attend?

Daniel Adams attended Chapman University, Alliant International University.

Who are Daniel Adams's colleagues?

Daniel Adams's colleagues are Ca Peters, Annie Hall, Derrick L., Lynn Wood, Jim Pappas, Cfa, Lori Atwell, Mark Rund.

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